See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,221 | $152,587+5.0% | $125,175+28.0% | $152,861+4.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 410.78% | 54.84%+355.9pp | 43.79%+367.0pp | 345.32%+65.5pp |
| Employer contribution / active EE | $16,445 | $4,946+232.5% | $3,865+325.4% | $4,762+245.3% |
| Participant deferral / active EE | $7,838 | $5,868+33.6% | $4,937+58.8% | $5,850+34.0% |
| Admin fee / account holder | $183 | $13,434-98.6% | $9,702-98.1% | $11,596-98.4% |